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MONTAG A & ASSOCIATES INC: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTAG A & ASSOCIATES INC on ORCL, newest first. How the timeline and the estimate are built.

MONTAG A & ASSOCIATES INC held 24,908 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,908 shares
    Change vs previous 13F -106 shares

    0.15% of the 13F portfolio, value $3,650,231.

    13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,014 shares
    Change vs previous 13F -545 shares

    0.17% of the 13F portfolio, value $3,679,753.

    13F-HR 0000829407-26-000003 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,559 shares
    Change vs previous 13F -2,023 shares

    0.23% of the 13F portfolio, value $4,981,629.

    13F-HR 0000829407-26-000001 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,582 shares
    Change vs previous 13F +2,272 shares

    0.36% of the 13F portfolio, value $7,757,206.

    13F-HR 0000829407-25-000006 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 25,310 shares
    Change vs previous 13F -1,848 shares

    0.27% of the 13F portfolio, value $5,533,560.

    13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,158 shares
    Change vs previous 13F -173 shares

    0.19% of the 13F portfolio, value $3,796,982.

    13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 27,331 shares
    Change vs previous 13F -1,211 shares

    0.22% of the 13F portfolio, value $4,554,439.

    13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 28,542 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,863,558.

    13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).